Nate Schlotthauer

Nate Schlotthauer

Financial Advisor

Nate Schlotthauer is an Investment Advisor offering securities and investment advisory services through Voya Financial Advisors. Nate views his role as a partner and educator in the financial planning process. He works with clients to identify their financial needs and then educates them on investment options. Ultimately, Nate guides clients to well-informed decisions that help them work to achieve financial security for life. Nate works with individuals, families and businesses to create financial plans. He has 14 years of experience in the financial industry.

Nate graduated with a bachelor’s degree from the University of Wisconsin-Madison in 2003. He and his wife, Amy, have two young children. He enjoys travel, watching and playing sports and chasing after his children.

Nate treats each client as he would a family member. It’s important to him that clients receive accurate information to make educated decisions. Nate is an independent Financial Advisor so he has the freedom to advise people on strategies that are most beneficial to them regardless of what it pays the broker.

Professional Awards & Licensing

  • Recognized in Milwaukee Magazine, Five Star Wealth Manager Award*, 2011, 2012, 2013, 2014, 2015, 2016, 2017
  • Top 5 Producer in the Lillard OSJ Group at Voya Financial Advisors**, 2013, 2014, 2015, 2016
  • FINRA Series 7 and Series 66, State of Wisconsin Life and Health Licenses

* For more information go to www.fivestarprofessional.com.

** Award is determined by sales and production credits.

Community Involvement

  • Hartford Rotary Club, Member, 2005-Present, Board of Directors, 2008-2011
  • Rotary Foundation, Paul Harris Fellow, 2015
  • Downtown Hartford Revitalization Committee, Member, 2014-Present
  • Schauer Center Board of Trustees, Director, 2017-Present
  • Emmanuel Community United Methodist Church, Finance Committee Member, 2015-Present
Phone 262-673-8926
Fax 262-670-3870